Attorney-CPA Joe Cordell and co-host Jill Albers discuss the legal ramifications of having estate planning documents in place. Joe describes the role of the attorney and how they go about creating a comprehensive estate plan that reflects the wishes of the client.
They talk about clients who may have a controlling kid who wishes to manage the situation. Joe and Jill highlight how there are situations where the controlling kid’s intentions are pure and situations when they are not. Joe dives into the burden of proof in proving undue influence and also describes a case involving a $3 million estate involving children disputing decisions involving estate planning documents. Legal actions and appeals still are occurring in the case.
Then Joe and Jill are joined by online editor and roving reporter Dan Pearce to discuss a case occurring in Florida, where an administrative assistant of a skilled nursing facility in Florida was arrested for misusing the funds of a patient, of whom she was their agent with a Power of Attorney in place.